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Investmark Advisory Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Investmark Advisory Group’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-283
Closed -$18K – 105
2021
Q4 		$18K Buy
+283
New +$18.4K 0.02% 228

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Investmark Advisory Group's AVDV Position: Q1 2022 in Review

Investmark Advisory Group sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2022, closing a stake of 283 shares — an estimated $18K sold.

Investmark Advisory Group first reported a position in AVDV in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 139 funds tracked by Wall St. Rank hold AVDV as of Q1 2022.

  • Investmark Advisory Group reported no remaining Avantis International Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 283 Avantis International Small Cap Value ETF shares in Q1 2022, an estimated $18K.
  • Investmark Advisory Group first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Avantis International Small Cap Value ETF position peaked at $18K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.